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ELLIS WEALTH ADVISORS, LLC

MADISON, AL · CRD 342527 · IAPD ↗ · ewamadison.com · 256-325-0410

$0Regulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
July 2026 — ELLIS WEALTH ADVISORS, LLC (MADISON, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.